Sundaram Money Fund - Growth - Regular Plan

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  • Net Change on 31-03-2020

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Fund Overview Growth | Regular Plan

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  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

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Fund Objective

To provide a level of income consistent with the preservation of capital, liquidity and lower levelof risk, through investments made primarily in money market and debt securities. The aim is to optimize returns while providing liquidity.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Sundaram Money Fund Regular Growth (Formerly Super Institutional Plan) 6.35 5.57 6.14 6.78 7.14 7.65
Crisil 91 Day T-Bill Index N/A N/A N/A N/A N/A N/A
Crisil Liquid Fund Index N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Annualised, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Sundaram Money Fund Regular Growth (Formerly Super Institutional Plan) Dec 08, 2005 6.14 6.78 7.14 0.20 5,802.71
HDFC Liquid Fund-GROWTH Oct 17, 2000 6.08 6.66 7.08 0.30 71,025.75
SBI Liquid Fund - REGULAR PLAN -Growth Mar 11, 2007 Unrated 6.06 6.71 7.09 0.25 49,896.90
ICICI Prudential Liquid Fund - Growth Nov 17, 2005 6.19 6.79 7.17 0.29 45,078.59
Aditya Birla Sun Life Liquid Fund - Growth Mar 30, 2004 6.25 6.84 7.21 0.30 41,465.99
UTI- Liquid Cash Plan - Regular Plan - Growth Option Dec 10, 2003 6.13 6.81 7.17 0.30 31,148.23

Fund Holdings as on 29-February-2020

  • Reverse Repo

  • 076 DCMB 17/03/2020

  • 063 DCMB 17032020

  • Housing Development Finance Corporation Ltd - 02/03/2020

  • 91Days - T Bill 19/03/2020

  • 48 Days - DCMB 23/03/2020

  • 091 DTB 26032020

  • 91Days - T Bill 12/03/2020

  • TVS Credit Services Ltd - 29/04/2020**

  • Reliance Industries Ltd - 02/03/2020**

  • HDFC Bank Ltd - 06/03/2020**

  • ICICI Bank Ltd - 20/03/2020

  • Aditya Birla Fashion and Retail Ltd - 27/03/2020**

  • Cash and Other Net Current Assets

  • Reliance Industries Ltd - 03/03/2020

  • Power Grid Corporation of India Ltd - 26/03/2020**

  • Godrej Consumer Products Ltd - 27/03/2020**

  • Birla Group Holdings Pvt Ltd - 26/03/2020**

  • Reliance Jio Infocomm Ltd - 15/05/2020**

  • HDFC Securities Ltd - 18/03/2020**

  • DCB Bank Ltd - 04/05/2020**

  • Redington (India) Ltd - 22/05/2020**

  • Equitas Small Finance Bank Ltd - 04/03/2020**

  • Steel Authority of India Ltd - 05/03/2020**

  • National Bank for Agricultural & Rural Development - 13/03/2020**

  • Tata Steel Downstream Products Ltd - 30/03/2020**

  • Julius Baer Capital (India) Private Ltd - 05/05/2020**

  • Redington (India) Ltd - 28/05/2020**

  • Indian Railway Finance Corporation Ltd - 6.73% - 23/03/2020**

  • TREPS

  • Aditya Birla Finance Ltd - 7.9% - 27/03/2020**

  • Hinduja Leyland Finance Ltd - 8.9% - 27/03/2020**

  • Godrej Consumer Products Ltd - 06/03/2020**

  • LIC Housing Finance Ltd - 06/03/2020**

  • Reliance Jio Infocomm Ltd - 16/03/2020**

  • Reliance Retail Ltd - 16/03/2020**

  • Redington (India) Ltd - 16/03/2020**

  • Ramco Cements Ltd - 26/03/2020**

  • Blue Star Ltd - 27/03/2020**

  • Bandhan Bank Ltd - 28/05/2020**

  • Aditya Birla Finance Ltd - 9% - 27/03/2020**

  • NTPC Ltd - 17/03/2020**

  • Blue Star Ltd - 26/03/2020**

  • Blue Star Ltd - 30/03/2020**

  • Aditya Birla Money Ltd - 24/03/2020**

  • 45 Days - DCMB 23/03/2020

  • Small Industrial Development Bank of India - 06/03/2020**

  • Oriental Bank of Commerce - 12/03/2020

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About Sundaram Money Fund

Scheme Analysis

Sundaram Money Fund is a Debt - Liquid Fund fund and belongs to Sundaram Mutual Fund. It was launched on 08-Dec-2005 and currently has an AUM of ₹5,802.71 crore. Sundaram Money Fund is benchmarked against Crisil 91 Day T-Bill Index as primary index and Crisil Liquid Fund Index as secondary index.

The NAV of Sundaram Money Fund ended up ₹0.01(0.03%)yesterday to ₹41.6419.

Among its top 3 holdings the fund has exposure to Reverse Repo, and

The Sundaram Money Fund is managed by Dwijendra Srivastava and Siddharth Chaudhary.

Fund House Contact

Sundaram Towers, 2nd Floor, 46 White Road, Royapettah, Chennai - 600 014.

+91 (22) 28583362/3367
+91 (22) 22858 3156

Fund Manager

  • Cash

  • CRISIL A1+

  • CRISIL AA-

  • CRISIL AAA

  • Sov

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